Bell Direct mFund Asset Class series

Not so boring after all. Find out how fixed income helps you play defence.

Are you missing out on the diversification & defensive benefits of fixed income?

We're often so focused on shares for growth, we forget that the so-called "boring" asset class of fixed income can be pretty useful in your portfolio.

When you invest in Fixed Income (or bonds), you are in effect lending money to the government or a company. In return, your bond pays income on a regular basis and your initial investment is returned to you at maturity.

The main benefits of investing in bonds are steady income and capital stability for your portfolio.

Find out more & read the fineprint

You can find out more information on the Spectrum Strategic Income Fund here.

Past performance is not a reliable indicator of future performance. Investment returns cannot be guaranteed. In deciding whether to acquire, or to continue to hold, units in the Fund please read the current Product Disclosure Statement (PDS) available from Spectrum or Equity Trustees. This content has been obtained from sources believed to be reliable. Neither Spectrum, Equity Trustees Ltd, nor any of its related parties, its directors or employees, provide warranty of accuracy or reliability in relation to this content or accepts liability to any person who relies on it. This content reflects the information available as at the date of publication and is subject to change without notice.

This content has been prepared by Spectrum Asset Management Limited (Spectrum) (ABN 31 096 442 198, AFSL 225069) as investment manager for the Spectrum Strategic Income Fund (Fund). Equity Trustees Limited (ABN 46 004 031 298, AFSL 240975), a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT), is the Responsible Entity of the Fund. This content has been prepared for the purpose of providing general information only, and has not taken into account the investment objectives, financial situation and particular needs of any particular person. Before making an investment decision an investor needs to consider, with or without the assistance of an advisor, whether the advice is appropriate in the light of particular investment needs, objectives and financial circumstances of the investor.

Bell Direct charges a marketing fee for the promotion of the Spectrum Strategic Income Fund.

You can find out more information on the Schroder Absolute Return Income Fund here.

Past performance is not necessarily indicative of future results and Schroders does not guarantee the future performance of the Fund, the amount or timing of any return from it, or that it will achieve its investment objective. The source of this table is Schroders. Opinions constitute our judgement at the time of issue and are subject to change. Investment guidelines represented are internal only and are subject to change without notice.

This information has been issued by Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders). Investment in any of the Schroder Funds may be made on an application form in the Fund’s Product Disclosure Statement (PDS) available from Schroders or through the mFund platform. This material has been provided for general information only and must not be construed as investment advice. Before acting on the information contained on this website, you should obtain a copy of the PDS and consider the appropriateness of the information in regard to your objective, financial situation and needs before making any decision about whether to invest, or continue to hold.

Bell Direct charges a marketing fee for the promotion of the Schroder Absolute Return Income Fund.

The Bell Direct service is provided by Third Party Platform Pty Limited trading as "Bell Direct" (ABN 74 121 227 905) an Australian Financial Services licensee (AFSL 314341) a Participant of the ASX Limited Group and a Trading Participant of Chi-X. Bell Direct does not provide investment advice. You should consider your own financial situation, particular needs and investment objectives before acting on any of the information available on this website.